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郭家耀:關稅影響市場信心港股交投縮 美團(03690.HK)改善騎手福利短期業績料遇壓
阿思達克 03-27 08:43
港灣家族辦公室業務發展總監郭家耀稱,美股週三(26日)再度向下,市場憂慮關稅政策影響企業盈利,大市先升後跌,科技股普遍受壓,三大指數均錄得跌幅收市。美元走勢向好,美國十年期債息回升至4.34釐水平,金價高位回落,油價則持續向好。港股預託證券變動不大,預料大市早段跟隨外圍低開。 內地股市昨日偏軟,滬綜指窄幅波動,收市下跌1點,滬深兩市成交額進一步縮減。 港股昨日表現向上,指數高開後窄幅爭持,收市維持溫和升幅,大市成交進一步縮減。企業盈利表現向好,有利大市氣氛,不過關稅措施消息影響市場信心,整體成交亦較前減少,預料指數在24,000點有較大阻力,下方支持在23,000點水平。 另美團-W(03690.HK)去年經調整盈利437.7億元人民幣(下同),按年上升88.2%。單計第四季,經調整盈利98.48億元,按年上升1.25倍。去年總收入3,375億元,按年增長22%。得益於行業線上滲透率的進一步提升和強勁的消費需求,核心本地商業分部收入按年增長20.9%至2,502億元。因所有業務實現高質量增長和效率提升,經營溢利按年增長35.4%至524億元,經營利潤率按年上升2.2個百分點至20.9%。第四季度核心本地商業分部收入按年增長18.9%至656億元。經營溢利按年增長60.9%至129億元,經營利潤率按年提升至19.7%。2024年新業務分部收入按年增長25.1%至873億元。經營虧損收窄至73億元,經營虧損率改善至8.3%,主要受益於該分部所有業務運營效率的提升。單計第四季度,新業務分部收入增長23.5%至229億元,經營虧損收窄至22億元,經營虧損率改善至9.5%。 展望未來,美團將致力於推進行業的數字化轉型,賦能商家運營,釋放消費需求。在持續貫徹「零售+科技」公司戰略的同時,將加大對AI、無人機配送、自動配送車等前沿科技及相關應用的投入。作爲行業領導者,美團積極履行社會責任,包括創造就業機會、改善騎手福利,以及促進本地服務生態系統的可持續發展。美團新業務在海外加大投放,令虧損未能進一步收窄。美團亦加大對商家和騎手福利的投資,並投入AI賦能,短線亦對業績構成壓力。 (筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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